Databases
Sales & Support Analytics

How to load data from Freshdesk to MS SQL Server

Learn how to use Airbyte to synchronize your Freshdesk data into MS SQL Server within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Freshdesk as a source connector (using Auth, or usually an API key)
  2. set up MS SQL Server as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Freshdesk

Freshdesk is a service provided by Freshworks for handling the entire spectrum of customer engagement. A customer support software based in the Cloud, Freshdesk provides a scalable solution for managing customer support simply and efficiently. Freshdesk enables teams to track incoming tickets from a variety of channels; provide support across multiple platforms including phone, chat, and other messaging apps; categorize, prioritize, and assign tickets; prepare preformatted answer to common customer support questions; and much more.

What is MS SQL Server

Microsoft SQL Server is a relational database management (RDBMS) built by Microsoft. As a database server, its primary function is to store and retrieve data upon the request of other software applications, either from the same computer or a different computer across a network—including the internet. To serve the needs of different audiences and workload sizes, Microsoft offers multiple editions (at least 12) of its Microsoft SQL Server.

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Prerequisites

  1. A Freshdesk account to transfer your customer data automatically from.
  2. A MS SQL Server account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Freshdesk and MS SQL Server, for seamless data migration.

When using Airbyte to move data from Freshdesk to MS SQL Server, it extracts data from Freshdesk using the source connector, converts it into a format MS SQL Server can ingest using the provided schema, and then loads it into MS SQL Server via the destination connector. This allows businesses to leverage their Freshdesk data for advanced analytics and insights within MS SQL Server, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Freshdesk as a source connector

1. Open the Airbyte dashboard and click on "Sources" on the left-hand side of the screen.

2. Click on the "Add Source" button and select "Freshdesk" from the list of available connectors.

3. Enter a name for the connector and click on "Next".

4. Enter your Freshdesk credentials, including your Freshdesk domain, API key, and password.

5. Click on "Test Connection" to ensure that the credentials are correct and the connection is successful.

6. Once the connection is successful, select the data you want to replicate from Freshdesk, including tickets, contacts, and companies.

7. Choose the replication frequency and the destination where you want to store the data.

8. Click on "Create Source" to save the configuration and start the replication process.

9. Monitor the replication process on the Airbyte dashboard and troubleshoot any errors that may occur.

10. Once the replication is complete, you can use the data in your destination of choice for analysis and reporting.

Step 2: Set up MS SQL Server as a destination connector

1. Open the Airbyte platform and navigate to the "Destinations" tab on the left-hand side of the screen.
2. Scroll down until you find the "MSSQL - SQL Server" connector and click on it.
3. Click on the "Create new destination" button.
4. Fill in the required information, including the destination name, host, port, database name, username, and password.
5. Click on the "Test connection" button to ensure that the connection is successful.
6. Once the connection is successful, click on the "Save" button to save the destination.
7. Navigate to the "Sources" tab on the left-hand side of the screen and select the source that you want to connect to the MSSQL - SQL Server destination.
8. Click on the "Create new connection" button.
9. Select the MSSQL - SQL Server destination that you just created from the drop-down menu.
10. Fill in the required information for the source, including the source name, host, port, database name, username, and password.
11. Click on the "Test connection" button to ensure that the connection is successful.
12. Once the connection is successful, click on the "Save" button to save the connection.13. You can now start syncing data from your source to your MSSQL - SQL Server destination.

Step 3: Set up a connection to sync your Freshdesk data to MS SQL Server

Once you've successfully connected Freshdesk as a data source and MS SQL Server as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Freshdesk from the dropdown list of your configured sources.
  3. Select your destination: Choose MS SQL Server from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Freshdesk objects you want to import data from towards MS SQL Server. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Freshdesk to MS SQL Server according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MS SQL Server data warehouse is always up-to-date with your Freshdesk data.

Use Cases to transfer your Freshdesk data to MS SQL Server

Integrating data from Freshdesk to MS SQL Server provides several benefits. Here are a few use cases:

  1. Advanced Analytics: MS SQL Server’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Freshdesk data, extracting insights that wouldn't be possible within Freshdesk alone.
  2. Data Consolidation: If you're using multiple other sources along with Freshdesk, syncing to MS SQL Server allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Freshdesk has limits on historical data. Syncing data to MS SQL Server allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: MS SQL Server provides robust data security features. Syncing Freshdesk data to MS SQL Server ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: MS SQL Server can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Freshdesk data.
  6. Data Science and Machine Learning: By having Freshdesk data in MS SQL Server, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Freshdesk provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MS SQL Server, providing more advanced business intelligence options. If you have a Freshdesk table that needs to be converted to a MS SQL Server table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Freshdesk account as an Airbyte data source connector.
  2. Configure MS SQL Server as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Freshdesk to MS SQL Server after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
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Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
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Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Freshdesk?

Freshdesk's API provides access to a wide range of data related to customer support and service management. The following are the categories of data that can be accessed through Freshdesk's API:  

1. Tickets: Information related to customer support tickets, including ticket ID, status, priority, and requester details.  

2. Contacts: Data related to customer contacts, including contact ID, name, email address, and phone number.  

3. Agents: Information about support agents, including agent ID, name, email address, and role.  

4. Companies: Data related to companies that use Freshdesk for customer support, including company ID, name, and domain.  

5. Conversations: Information related to customer conversations, including conversation ID, status, and participants.  

6. Knowledge base: Data related to the knowledge base, including articles, categories, and folders.  

7. Surveys: Information related to customer satisfaction surveys, including survey ID, status, and responses.  

8. Time entries: Data related to time entries for support agents, including time spent on tickets and activities.  

9. Custom fields: Information related to custom fields created in Freshdesk, including field ID, name, and value.  

Overall, Freshdesk's API provides access to a comprehensive set of data that can be used to improve customer support and service management.

What data can you transfer to MS SQL Server?

You can transfer a wide variety of data to MS SQL Server. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Freshdesk to MS SQL Server?

The most prominent ETL tools to transfer data from Freshdesk to MS SQL Server include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Freshdesk and various sources (APIs, databases, and more), transforming it efficiently, and loading it into MS SQL Server and other databases, data warehouses and data lakes, enhancing data management capabilities.